Brendan M. White

ESSENTIAL PARTNERS

Denver, CO

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CRD#: 6971355

Professional summary

Brendan Michael White, CFP® is a registered financial advisor currently at ESSENTIAL PARTNERS LLC located in Denver, Colorado.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brendan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Michael White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 5393

Lone Tree, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ESSENTIAL PARTNERS LLC

ELEMENT PARTNERS | ESSENTIAL PARTNERS LLC | ELEMENT PARTNERS, LLC

CRD#: 315959 / SEC#: 801-126327

RIA

Registered Investment Advisory firm - (8/3/2022 Approved)

California

Registered Investment Advisory firm - (10/13/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/4/2025)

IAR

Colorado
(2/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/10/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/20/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/4/2019

Securities Industry Essentials Examination

Current Firm

ESSENTIAL PARTNERS LLC

ELEMENT PARTNERS | ESSENTIAL PARTNERS LLC | ELEMENT PARTNERS, LLC

CRD#: 315959 / SEC#: 801-126327

RIA

Registered Investment Advisory firm - (8/3/2022 Approved)

California

Registered Investment Advisory firm - (10/13/2022 Terminated)

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Contact information

Main Address

16950 Via De Santa Fe Suite 5060-175, Rancho Santa Fe,, CA 92067

Mailing Address

Phone number

(213) 878-0074

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ESSENTIAL PARTNERS FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	142
AUM (Assets Under Management)	$ 325,080,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brendan M. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Michael White's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESSENTIAL PARTNERS LLC

CERITY PARTNERS LLC

JANICZEK WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ESSENTIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2020

Series 63

Date: 1/10/2020

Series 7TO

Date: 12/20/2019

SIE

Date: 11/4/2019

Current Firm

ESSENTIAL PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ESSENTIAL PARTNERS LLC

TRUST BUT VERIFY

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